New York, New York – Keystone Global Partners, a leading financial advisory firm specializing in wealth management for pre- and post-exit startup founders, is pleased to announce its selection as a finalist for the prestigious “2023 ThinkAdvisor Luminaries, Financial and Investment Innovation Award.” The winners will be unveiled at the Award Ceremony, scheduled for November 28th, 2023, at Gotham Hall in New York City.
“We are honored to be recognized as a finalist for the Financial and Investment Innovation Award,” said Peyton Carr, Partner at Keystone. “This accolade is a testament to the exceptional talent and dedication of our team in providing specialized services and strategies that meet the evolving needs of our discerning clients. We take pride in being part of an industry that continuously pushes the boundaries of what is possible in wealth management.”
Keystone has positioned itself as a leading authority in providing financial advisory and wealth management services to pre- and post-exit startup founders. The firm’s expertise and understanding of the unique challenges faced by this clientele have helped forge strong, long-term partnerships and deliver exceptional results.
“We would like to extend our congratulations to all the finalists for their achievements,” added Peyton.
Keystone’s nomination for the ThinkAdvisor Luminaries Award follows its recent win of a PAM award for “Best Private Wealth Manager Under $5bn – Client Service.”
To learn more about Keystone Global Partners and its comprehensive range of services, please visit www.keystonegp.com.